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Bob provides tax compliance and planning strategies to businesses and individuals, concentrating on issues related to gift and estate planning, trust administration, individual taxation, and wealth preservation.
Niagara University, Bachelor of Business Administration, Accounting, Magna Cum Laude
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Board Member
Estate Analysts of Western New York, Member, Program Coordinator 2020-2021
Mount St. Mary's Hospital Foundation, Lewiston, NY, Treasurer
Mount St. Mary's Hospital Board of Associates, Lewiston, NY, Treasurer, Past Chairman
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
Niagara University, Alumni Association Western New York Chapter Leader
PUCCS Charitable Fund, former Board Member
This year has been full of twists and turns, but you're not done with the wild ride just yet — there's still time to make tax planning moves that could lower your federal income tax bill for 2020 and position you to save in the future.
Studies show that November and December are the most popular months for charitable giving. Before donating to your favorite charity, you may want to consider whether your donation will qualify for a deduction on your 2020 tax return.
Sometimes people attempt to make an estate plan without consulting legal and financial professionals, but everyone is different and a boilerplate form isn't sufficient. Here is a list of 10 potential mistakes in estate planning that you can help avoid with professional counseling.
AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.
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Save the date for our 26th Annual Exempt Organizations conference as we go virtual this year!
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